| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Keith Speirs Control | Founding Partner | 50-75% | 2025 |
| Jennifer Lynn Chesini Control | Managing Member | 10-25% | 2020 |
| Lyle Lindsay Meek Control | Managing Member | 25-50% | 2020 |
Cerro Pacific Wealth Advisors, LLC reports $558.1 million in regulatory assets under management on its Form ADV.
Cerro Pacific Wealth Advisors, LLC reports 6 employees.
Cerro Pacific Wealth Advisors, LLC is based in San Luis Obispo, CA and has been SEC-registered since 2020.
Cerro Pacific Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 733 Marsh St., Suite #110, San Luis Obispo, CA 93401 |
| Phone | 805-457-3300 |
| Office hours | 7 a.m. - 3 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $558.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $558.1M |